Sdi Share Discussion Threads

[pugugly] 11/1/2019 20:52

If Octopus has taken a get out decision a massive number still to go - far more than the PI fraternity could swallow (imo) - Key will be whenthe price has declined sufficiently for another institution to decide it is good value - BUT a lot of shares are in or aproaching good value unless another meltdown coming - if so cash will be best.

[pireric] 11/1/2019 19:11

I couldn't care less. More than doubled my position today and now 23% of my portfolio :0). Very cheap as I expect will transpire over the coming year. I genuinely am struggling to find stocks that offer better value. Share if you have any !

[superadams] 11/1/2019 12:29

Thinking of avraging down but Octopus reducing is a concern.

[charleyduck] 10/1/2019 22:07

Yes, Disco, it was noted as a sell trade. Perhaps some of the other ones noted as 'sells' were actually buys - as one might expect there to be about the same number of each if the MMs did not need to change their bids or offers.

[discodave4] 10/1/2019 19:43

Hi CharleySaw the string of sell trades today so put off buying as thought it would dip down a bit, so your buy was marked as a sell trade?.

[charleyduck] 10/1/2019 16:41

It didn't go any lower today, so was pleased to have been able to add at 34p.

[dan_the_epic] 09/1/2019 20:16

Could add at 34 but big seller around so very high chance IMO it legs lower again. Octopus and Miton both been selling over last 3 mnths, >10% of share capital

[soundbuy] 09/1/2019 13:55

Adding again at the bid today .....34p........ lovely............

[hastings] 09/1/2019 08:29

https://www.nhs.uk/news/neurology/mad-cow-protein-carried-by-1-in-2000-people/

[davidosh] 08/1/2019 22:46

I bought in today at 34p too. They look good value now and as a holder of JDG for over 12 years I can see the comparisons.

[hastings] 07/1/2019 21:21

Good to have your company here bamboo2.

[bamboo2] 06/1/2019 13:03

Took a few of these at 34.15 last thing on Friday.
Chart shows foundation base building at 34, and a number of potential turns this week.

[buywell3] 02/1/2019 08:11

NOW THE WORRYING THING ABOUT the 87% of neurosurgical instruments measured as having 5 micro grams or less of residual protein after NHS cleaning/washing

Means that 13% of the neurosurgical instruments FAILED to meet the new DOH HTM 01-01
level set for these instruments


Circa 3 out of 20 NHS washed/cleaned neurosurgical instruments were NOT FIT to be used on a patient as they could infect a patient with who knows what disease.

It is prion protein that is the worst one ...

Are prions considered living?


Within sterile environments, viruses and bacteria could be killed off and food could be preserved or organisms could recover from illness or infection. Sterilization works on living micro-organisms.

Prions, however, are not living organisms. Prions are infectious proteins.

Which is why boiling them at 200 degrees centigrade is like giving them a warm bath

No Hospitals washing machines for surgical instruments works anywhere near to such a temperature



Peter Todaro, former Support Services. at Qldhealth (1981-2015) that is Queensland Australia
Answered Sep 27 2018 · Author has 1.9k answers and 666.7k answer views
With difficulty, hospital autoclaves will not kill them.

Wrongly ... the kill should be destroy

[buywell3] 01/1/2019 06:04

ProReveal gets a mention in this

November 2018

Reducing the risk of iatrogenic Creutzfeldt–Jakob disease by improving the cleaning of neurosurgical instruments





Findings

ProReveal technology demonstrated that 163 out of 187 (87%) neurosurgical instruments had <5 μg residual protein per instrument side. The use of proprietary National Health Service plastic bags and sterile water-soaked wound pads were equivalent in efficacy to commercial pre-cleaning wetting products and significantly less expensive.

[buywell3] 31/12/2018 21:57

Re my previous last post and a very recent case in the USA a couple of weeks ago that IMO will be diagnosed as either vCJD or sCJD.


These are thought to be very rare but there was also a case in the USA in October 2018




This also looks like it will IMO be diagnosed as vCJD or sCJD

These are very transmissible diseases , no cure or drug exists to prevent an early death for those unfortunate to acquire the disease.

For several years prior to these gentlemen being diagnosed I wonder if they had any surgery in any USA Hospitals ?

If so there is a very real that other patients at those Hospitals having similar surgery that used the same surgical instruments or the same surgical test equipment like for example a flexible endoscope ... could have inadvertently acquired prions that adhered to the surgical instrument or test equipment ... and thus are now carriers themselves until the disease becomes physically apparent.

I imagine that there will be many more such cases to come as science has now provided the medical profession to detect prions much quicker and much more accurate diagnostic testing and assays so that many more variant types of sCJD for example are now being found.

Just how many will be found .... nobody has a clue ... or what their effects will be on humans especially after the prions themselves have been changed /evolved by a new host animal species.

Many Hospital doctors who do the diagnosis are not even aware of the new CJD mutations and variants ... things are that bad.

[pireric] 29/12/2018 11:18

Rule of thumb Buywell. Don't trust ADVFN metrics, which are often also statutory and so not very helpful. So if I look at last year's adjusted numbers direct from the accounts, JDG did 131p of EPS so a PE of about 18x

Also, SDI has a different calendar year to JDG so without making adjustments to when the fiscal year ends, you will end up penalising SDI.

Not trying to argue, just saying that the comparisons you're making with JDG aren't really fair. The reasons I don't own JDG are that I'm A) worried about their ties to public sector organisations, and B) if the macro weakens, you're buying them at probably close to peak earnings for the next couple of years. Then C) each deal is less transformational than it is for SDI.

Have a great new year

[buywell3] 29/12/2018 00:31

Who said anything about JDG forward P/E ... I didn't , I only mentioned SDI forward P/E

Currently advfn have SDI P/E at 19.06

Currently advfn have JDG P/E at 36.13

So currently the market rate JDG at a 90% premium to SDI

I put that down to the way SDI is being marketed to the investment community

Who does that ?

[pireric] 20/12/2018 18:00

Buywell you need to make sure you're using the right numbers when doing this!

JDG has forward EPS forecast of around 175p, so the PE is nowhere near, in fact its 13.6 forward. SDI a small discount I expect come year end, but better placed to grow EPS via acquisition because it is smaller, and it's also less public sector facing than JDG, which I strongly prefer. If they continue to execute, I think SDI should trade at a decent premium to JDG.

JDG's rating is currently low versus its history thanks to the mkt selloff

SDIs cash flow yield here approaching 7%, so actually really good value.

[buywell3] 19/12/2018 18:13

............................. SDI needs a new NOMAD ................................




In fact if SDI just do the same in the second half and repeat 1.41p

That makes full year of 2.82p v full year forecasts of 2.4p which is 17.5% more

Does that not put the forward P/E for the current year at 35.75/2.82 = 12. 67


P/E of 12.67 for the present year

SDI is a GROWTH stock with another acquisition coming within weeks

And a track record now under this BoD of 2 acquisitions a year over the last 3 years counting the next one to be announced before the current year end.

N + 1 Singer please .... 2017 AIM Rankings: Top 3 AIM stockbrokers

Recognised in 2016 by the London Stock Exchange as one of the fastest growing companies in the UK and in 2017 by the Financial Times as one of the fastest growing companies in Europe, we are now one of the top three AIM advisers and brokers.




To the SDI BoD


Yes we have had a decent sized seller selling SDI shares recently

On results day they sold 250k of shares in a chunk and probably have not finished yet

You guys are working your socks off and achieving great record results plus great outlook for the coming 6 months

The NOMAD is a stick in the mud ..... ditch him

Perhaps the seller will then realize their error when a new NOMAD takes a new VIEW of SDI

Perhaps others will not follow this sellers lead ... it sometimes happens

Board action needed to get your good work not get promoted as it should be ... Risk Management

N+1 Singer hits the right note for me




If you look back at buywell3 posts ... he has never liked this NOMAD ... the P/E of SDI has never approached that of JDG for example which today is P/E 36

buywell3 thinks in his opinion SDI should have been trading on a P/E of 25 for the last 2 years

The share price of SDI should be 50p by now

Our light remains hidden under the NOMADS bushel .... it wants to shine forth like it should





Published quarterly, the AIM Advisers Rankings Guide ranks the top 20 auditors, financial advisers, financial PRs, law firms, registrars and stockbrokers by client numbers and their market cap. In their January issue, N+1 Singer strengthens its position as a leading nominated adviser and stockbroker to companies listed on the junior market. See below our achievements.

Nominated Adviser category:

Number 1 adviser to Consumer Goods Clients
Number 1 adviser to Industrial Clients
Number 2 adviser to Technology Clients



or since they are doing such a great job and have a handle on the sector and type of business


JUDGES SCIENTIFIC ADVISORS

NOMAD Shore Capital Stockbrokers Limited

Company's Broker Shore Capital Stockbrokers Limited

[buywell3] 19/12/2018 15:26

So why has the NOMAD stuck with 44p ? .... can't he do simple maths ?

This lot IMO are way behind the curve and not doing SDI any good at all

SDI BoD should be looking at another NOMAD that is more forward thinking

The current lot are backward IMO




rivaldo 18 Dec '18 - 07:37 - 1408

Very good H1 results - and a confident outlook.

SDI achieved 1.41p adjusted EPS in H1. This against full year forecasts of 2.4p EPS.

And this despite a much increased H1 tax charge of 17%.

Congrats to the SDI team once again.

[hastings] 19/12/2018 11:51

Further evidence to support ProReveal's wider adoption, one day!Https://www.google.co.uk/amp/s/amp.ft.com/content/91e2ccfe-fe2c-11e8-aebf-99e208d3e521

[gnnmartin] 19/12/2018 11:39

I expect that shares, especially of small UK manufacturers, will remain weak until Brexit is settled, whatever the eventual outcome.

[solooiler] 19/12/2018 11:36

Good spot rivaldo. this has only recovered to where it was the day before yesterday. I now own some